Strategic Advisers LLC

Strategic Advisers LLC (CRD# 104555) is a financial advisory firm headquartered in Boston, MA. They manage $344,121,035,873 in 904,327 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    344,121
    MILLION
  • Total Number of Accounts
    904,327
    ACCOUNTS
  • Average Account Value
    $380,527
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Strategic Advisers LLC
Showing 1 - 10 of 1,033 top financial advisors.
1
John J. Shanley
CRD#: 5647373
573 Hopmeadow Street, Greystone Court West, Simsbury, CT 06070
101
Wealthminder
score

John Shanley (CRD# 5647373) is an Investment Advisor Representative working at Strategic Advisers LLC in Simsbury, CT and has over 7 years of experience in the finance industry. John Shanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian W. Appel
CRD#: 2562929
530 Route 35, Shrewsbury Commons, Shrewsbury, NJ 07702
98
Wealthminder
score

Brian Appel (CRD# 2562929) is an Investment Advisor Representative working at Strategic Advisers LLC in Shrewsbury, NJ and has over 24 years of experience in the finance industry.

3
Rory D. Eldredge
CRD#: 5916597
49 North 400 West, Salt Lake City, UT 84101
98
Wealthminder
score

Rory Eldredge (CRD# 5916597) is an Investment Advisor Representative working at Strategic Advisers LLC in Salt Lake City, UT and has over 7 years of experience in the finance industry.

4
Brandi J. Holmes
CRD#: 4346567
5850 Granite Parkway, Suite 270, Plano, TX 75024
98
Wealthminder
score

Brandi Holmes (CRD# 4346567) is an Investment Advisor Representative working at Strategic Advisers LLC in Plano, TX and has over 18 years of experience in the finance industry.

5
Frank Sanchez
CRD#: 2633413
27101 Puerta Real Ste 160, Mission Viejo, CA 92691
98
Wealthminder
score

Frank Sanchez (CRD# 2633413) is an Investment Advisor Representative working at Strategic Advisers LLC in Mission Viejo, CA and has over 23 years of experience in the finance industry.

6
Joseph C. Almon
CRD#: 2899812
6501 S Fiddler's Green Circle, Ste 400 - 600, Greenwood Village, CO 80111
96
Wealthminder
score

Joseph Almon (CRD# 2899812) is an Investment Advisor Representative working at Strategic Advisers LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.

7
Russell A. Binkley
CRD#: 2772300
230 Royal Palm Way, Palm Beach, FL 33480
96
Wealthminder
score

Russell Binkley (CRD# 2772300) is an Investment Advisor Representative working at Strategic Advisers LLC in Palm Beach, FL and has over 22 years of experience in the finance industry. Russell Binkley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael G. Bowen
CRD#: 1779558
3349 Monroe Ave, Rochester, NY 14618
96
Wealthminder
score

Michael Bowen (CRD# 1779558) is an Investment Advisor Representative working at Strategic Advisers LLC in Rochester, NY and has over 13 years of experience in the finance industry. Michael Bowen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Carl L. Campbell
CRD#: 2154144
3333 Piedmont Rd, Ste 1450, Atlanta, GA 30305
96
Wealthminder
score

Carl Campbell (CRD# 2154144) is an Investment Advisor Representative working at Strategic Advisers LLC in Atlanta, GA and has over 27 years of experience in the finance industry. Carl Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Richard L. Carlson
CRD#: 1422347
Odessa, FL
96
Wealthminder
score

Richard Carlson (CRD# 1422347) is an Investment Advisor Representative working at Strategic Advisers LLC in Odessa, FL and has over 33 years of experience in the finance industry. Richard Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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